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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
BerganKDV Wealth Management
Minnesota
$3K – – –
BWL
227
Bogart Wealth LLC
Virginia
$3K – – –
CAAS
228
Capital Asset Advisory Services
Michigan
$3K – – –
MHR
229
Matthew Hamilton Rosenberg
$3K – – –
SIC
230
Salem Investment Counselors
North Carolina
$3K – – –
TIM
231
Tortoise Investment Management
New York
$3K – – –
TC
232
Truvestments Capital
Florida
$3K – – –
FCAS
233
First Command Advisory Services
Texas
$2K – – –
KA
234
Kozak & Associates
Colorado
$2K – – –
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
MFT
236
Moisand Fitzgerald Tamayo
Florida
$2K – – –
ODG
237
O'Dell Group
Ohio
$2K – – –
RDFA
238
Ritter Daniher Financial Advisory
Ohio
$2K – – –
SWA
239
SOA Wealth Advisors
New York
$2K – – –
FMP
240
Financial Management Professionals
Texas
$2K +$143 +6 +7%
AIM
241
Anchor Investment Management
South Carolina
$1.7K – – –
S
242
SignatureFD
Georgia
$1K -$30.5K -1,280 -96%
TFA
243
Transamerica Financial Advisors
Florida
$1K -$2.34K -98 -98%
BAM
244
Byrne Asset Management
New Jersey
$1K – – –
FWM
245
Focused Wealth Management
New York
$1K – – –
GT
246
Glenmede Trust
Pennsylvania
$1K – – –
GWSG
247
GPS Wealth Strategies Group
Colorado
$1K – – –
RCM
248
Raleigh Capital Management
North Carolina
$1K – – –
LC
249
Lindbrook Capital
California
$1K +$1.67K +70 New
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$1K +$2.1K +88 New
8 9
10
11 12